Xlmedia Share Discussion Threads

[tsmith2] 18/6/2018 09:41

Lumps being picked up

[master rsi] 18/6/2018 09:37

So far there is some resistance @ 120p offer, but starting to pay the full ask now, so maybe ready to go soon.

[garycook] 18/6/2018 09:35

pitbear,Sounds good.I am with you on those figures.

[pitbear] 18/6/2018 09:29

I take your point, but do feel free to let the small things go or this board will become a shouting match. Just as everyone ignores the ludicrous 'this is the best buy I've ever seen' talk.

In other news, today seems to have started OK - have brushed out some sellers at 117/118 and look set to continue the upward trend. My 1 month price target is 135p, then hopefully the news in July will be better than priced in and we can get back to 150-160p..

[garycook] 18/6/2018 09:18

Just tried a buy,and cannot.

[malcolmmm] 18/6/2018 09:14

Can sell all my stock at 18.72p at the moment

[master rsi] 18/6/2018 09:06

pitbear

re - ridiculed

If he had a balanced view, that would not happen, but his point was negative all the way and on top with lies and after sold so, the view was for the rubbish bin.

You take your chances in life, "Adam's" was not the right one, so I said so, and why.

Next time he will think twice before going against shareholders interest, if sold say when it happens, not when the share price is down and more a balance post, as in reading it looks like he wants to buy at a lower price.

added at 9:30am
Did you notice he never told you the price he sold 48 hours after the RNS?
Most likely close to 100p, no wonder is now SOUR grapes

[malcolmmm] 18/6/2018 08:59

Someone is confident that these are undervalued
08:54 - 18/06

Buy 60000 120.00p £72,000.00

08:53 - 18/06

Buy 100000 120.00p £120,000.00

08:52 - 18/06

Buy 100000 119.00p £119,000.00

[yump] 18/6/2018 08:55

I am and have been in the same position with other shares, but I wouldn't dream of bigging them up. For anyone new, there are a load of other shares available without the is-it-isn't-it risk. For holders its just a tough it out situation and whether the share recovers or not is really about assessing the business and the actual issues that have occurred. Sometimes they are very simple eg. a delay in one big contract. Sometimes they're pretty complex - this looks like it is. Sometimes you can do your own research to understand the situation, sometimes its not very easy.

The only reasons I can think of for pretending there's a rosy future, when you don't really know, is to reassure oneself, or to draw other investors in.

[tsmith2] 18/6/2018 08:54

Meaty buys ahoy. Don't think MMs have much stock....whoosh?

[zoolook] 18/6/2018 07:51

One lack lustre trading update isnt proof that it is ex-growth

[master rsi] 17/6/2018 23:00

honestly... AdamB1978

Sometimes is better to keep YOUR mouth SHUT, if you can not handle the situation properly.
Let's say, you just came out with a change of mind and a few LIES....... look at your posts below
Which one is right the pink or the blue?


AdamB1978 - 11 Jun 2018 - 08:45:16 - 8089 of 8398
Quite a brutal reaction to what was only a mild profit warning. I sold about a third of my holding around 180p 2-3 weeks ago, just wish I'd sold more now.

AdamB1978 - 15 Jun 2018 - 19:33:42 - 8373 of 8398
Hello all
Having sold 1/3 of my position earlier this year at just over 180p, I sold the rest in the last 48 hours following the profits warning. A few comments on why I came to that conclusion:

[master rsi] 17/6/2018 22:47

NOW the comments below is more my way of thinking and plenty more truth about the company

from " TalygarnTom" yesterday .............
" I am a long term holder of XLM and I can barely believe what I have witnessed this week.I thought it might be useful to share my thoughts with existing holders and with potential new holders.

1) No doubt this revenue miss came as a surprise because we have all been used to very consistent performance in the past. However, revised revenue is now £129m from £137.6m last year. So a significant revenue miss which has caused some panic. An important point to note is that the shareholder base at XLM is almost a 50/50 split between private investors and institutions and it is worth noting that there is not a single RNS noting a significant sale from an institutional holder so we know which group panicked.

2) The revised net profit figure is now £29.5m from £30.3m last year returning to £32.6m in 2019. So you have to ask yourself if you think this warrants a near 50% fall in the share price of a company that was already trading on a conservative p/e.

3) It is very important to understand that XL Media revenue yields very different levels of profitability. This is illustrated by the diagram on p.13 of the annual report which you can find here: hxxps://www.xlmedia.com/investor-relations/presentations-reports-documents/ As you can see a lot of the revenue on the right yields less profit than the revenue in publishing on the left hand side and new acquisitions have and will likely continue to come from this area. Taking this into consideration it is important to understand the relationship between revenue and EBITDA at XLM.

4) I full understand and accept why the GDPR and regulatory changes can cause a short term blip in revenue growth. These often rely on complex legal text to be revised and this can take some time.

5) Moving forward if there is one thing I would like to see in the July statement, other than an earnings enhancing acquisition, it is a better illustration and explanation of the potential growth path for this business especially with regards to the US market which they have been focusing on for some time and which looks to be fertile ground for further growth.

For a company with and average ROCE 39.9%, no debt, cash of $43.3m, a yield of nearly 5%, div cover between 1.7 - 1.9. and a rolling p/e of 11.2 you really do have to ask yourself if you will see many better opportunities than this. "

[master rsi] 17/6/2018 22:25

My conclusion.... sour grapes once sold out at the bottom before the bounce.

AdamB197815 is now out of order on the comments ( negative ) especially sold some at 180p ( 2 or 3 weeks ago )

AdamB197815 is out of any XLM, holding none now talks the stock down.

The poster needs to be put in the proper place, and I will make sure I get the wrong misgivings in the last few posting.

[oneillshaun] 17/6/2018 20:12

Bonnard - it would be a good outcome for GVC not XL media, in my mind we should be getting 300p plus in 18 months.

[garycook] 17/6/2018 11:46

Bonnard,Well done.Brave but looking like a great move atm.

[bonnard] 17/6/2018 09:56

GC,W & 0NS, thanks for your comments on my query why GVC should buy XLM. I do agree that it would be a great outcome. I sold my GVC at 1030 and bought in here at 1.06, and am happy to have joined you.

[srpactive] 16/6/2018 17:24

AdamB1978

Good posts, well done with your profit.

active

[fizzypop] 16/6/2018 14:31

Perhaps we should preempt the TO prospect by GVC and merge the GVC/XLM threads.

[oneillshaun] 16/6/2018 14:04

Bonnard - GVC buying XL would be one of the best things GVC could do, as it stands right now they will be paying XL media somewhere in the region of 10m GBP for traffic per year XL media are making more money on the traffic than GVC is thats a fact.

If GVC buys them they have free flowing traffic with no life time revenue share costs and no fixed fee ect, they can also pick which traffic they keep and which traffic they send to other operators so additional revenue sources.

If i was GVC i would be all over this and this price they could take the company for about 160p a share and maybe they have been stake building the last few days.

[woodhawk] 16/6/2018 12:55

Bonnard,

The GVC takeover speculation was just a bit of fun as there are currently several ex-GVC holders with recent positions in XLM. As GC says, it's the TO premium that is an additional carrot (together with the current oversold status and consequent above average prospective divi) as there is and will be much consolidation in the sector - especially so as the USA is now opening up for business.

[garycook] 16/6/2018 11:54

W,True,or even from Kenny Alexander,s bank account ! Bonnard, I am just interested in the premium of a take over or merger,which could well happen with XLM at 120p